By applying this legacy to our work, we are redefining the way philanthropy collaborates with grantees and communities to take on some of the worlds biggest problems. As part of this grant, the local school district has also partnered with Northeastern Junior College and Stone Motors to do industry certificates for interested students. They use their disproportionate capital to exert a disproportionate influence over . 130 N Interocean Ave The first $100,000 of this grant comes from Colorado Succeeds, $50,000 from El Pomar and the other $10,000 from Adolph Coors. As a Co-Founder and Partner at Patamar Capital, Lee leads fund operations and has built and sustained the global infrastructure to make and exit investments in an efficient manner. The team managing the $238 billion Walmart family fortune disclosed its holdings, according to a report from Bloomberg. Empowering women acts as a facilitatorwhich allows women to unlock their hidden talents and abilities that could potentially change the world. Understanding Teacher and Student Views on ChatGPT, Finding Inspiration in the Past, a New Generation of Delta Leaders Rise, Our Vision for an Inclusive, Thriving Northwest Arkansas, "It Was Like Being Able to Access a New Chapter of the Textbook, It's Like Having A Personal Assistant in Your Pocket, Learning and Leading Together: The Next Five Years. It addresses the foundations three, longstanding programmatic areas protecting rivers and oceans and the communities they support, improving K-12 education and investing in the foundations home region of Northwest Arkansas and the Arkansas-Mississippi Delta. Half of their fortune is tied to Walmart, though the family has sold almost $7 billion in the company's stock since 2020, according to Bloomberg. | Privacy Notices The Waltons youngest son, Jim Walton, is Proiettis father. Their Walton Family Foundation, established by the late Sam and Helen Walton in 1988, is considered a heavyweight in the world of nonprofits with just under $2 billion in assets. Specific initiatives will: K-12 EDUCATION PROGRAMThe K-12 Education Program seeks to increase access to high-quality K-12 education that puts opportunity and a self-determined life in reach for every child, especially those most in need. Chuck served on the Board of the Denver Metro Economic Development Corporation, which he co-chaired for two years, the Board of the Denver Metro Chamber of Commerce, which he chaired in 2010, and the Board of Big Brothers and Big Sisters of Colorado. Join our team. The Walton Family Foundation will provide more than $2 billion in philanthropic support over the next five years to achieve these goals. Even though shes only in kindergarten, these rides have become the greatest source of inspiration shaping his future career and civic duties. The Beacon Funds are distributed by ALPS Distributors, Inc. SECURITIES AND INVESTMENT PRODUCTS: NOT FDIC INSURED - MAY GO DOWN IN VALUE - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, Copyright @2023 Beacon Trust Her deep desire to see more women strive in technology and for more women to play a larger role in founding the companies of the future led her to found Woomentum in 2014. Based in Vietnam The Walton Family Foundation is rooted in several generations of family, where no voice is louder than the next and different opinions are valued. Walton was an exceptional pilot who spent years as a flight instructor, and transporting patients through Care Flight was an "absolute passion and life's mission," according to his sister-in-law . The Waltons' largest holding was a $2.2 billion stake in VWO, Vanguard's emerging markets ETF, which rose 8.4% between December 2020 and June of this year. Investing in ETFs can create the risk in liquidity, as an ETF might not be able to dispose of certain holdings quickly or at prices that represent true market value in the judgment of the ETF investment managers. Prior to ANGI, Lee served as General Counsel for an online education platform and a laser vision correction company. Around the world, societies continue to evolve, opening up to the new role of women in their family . For most of us, life is longfor lots of reasons, we might begin to act like it. It is possible to lose money on an investment in the Fund. Are you staying close enough to your customers and doing the deep listening to truly understand their needs? She enjoys the arts, hiking, volunteering at Urban Peak, and spending time with her family. He believes that we are all at our best when we can tie what we do really well back to helping others. I hope that Beacon will have meaningfully impacted and elevated each of our entrepreneurs/partners lives and the communities we are involved with. Proudly seeded by Patamar Capital, with Vulpes Investment Management as Singapore fund management partner. Karen Aug: 303-954-1733 or kauge@denverpost.com Where. In addition, the Managing Director, will lead organizational planning, serve as a trusted advisor, manage all aspects of human capital and facilitate the assessment of the fund impact. Investing in equity securities is generally volatile and riskier than some other forms of investment. opportunities in Southeast Asia. To me, empowering women means empowering myself. In 2015, Craig received the first ever Colorado Governor's Citizenship Medal recognizing his professional excellence and positive impact on the Colorado Community. I am a positive person who lives in a rainbow world! We are family-led, creating access to opportunity for people and communities. The company's filing status is listed as Active and its File Number is 202009210317. Jesus is a Colorado native who loves bringing exceptional people together to accomplish great things. "Scott was just one of those people who you can't even put into words," Katie Walton, Scott's . We seek out ideas from those closest to the problem - because theyre usually closest to finding effective, lasting and shared solutions. The Registered Agent on file for this company is Beth K Rautiola and is located at 300 Spectrum Center Dr Ste 1550, Irvine, CA 92618. Marital and Premarital. Diverse perspectives, common values. Its not about me! Child or Adolescent. A core set of beliefs guide our work: the power of partnership; humility in knowing that we do not have all the answers; respect for individuals to discover and engage in building a lifestyle of their choice; and an openness to adapt to ever-changing needs and to new ways of creating positive change. Beacon advances the work of these initiatives through broad set of tools including philanthropic grants, investing, and advocacy support. View original content to download multimedia:http://www.prnewswire.com/news-releases/listen-learn-lead-walton-family-foundation-launches-new-five-year-strategic-plan-301224096.html, Plus500. Our 10+ years of experience have helped us identify an overlooked opportunity amongst moderate growth companies. Thus, the most important aspect for an entrepreneur is resilience and passion. In 2011 Jill was appointed by Denver Mayor Michael B. Hancock to serve on Denvers Homelessness Commission and the Denver Education Compact. Before moving to Colorado in 2006, Jill worked in Massachusetts as a consultant to nonprofits and charitable foundations at Monitor Institute, New Profit Inc. and FSG Social Impact Advisors. The plan envisions Northwest Arkansas as one of the most vibrant and inclusive regions in the nation. The Beacon Fund invests in expanding peoples opportunity to thrive. Ricks true orientation is towards self-reliance, disruption, creative compassion, and independent thought. Coming from diversified backgrounds with multi-national cultures, we value all team members opinions as well as ideas and are receptive to change for the better. Later, Lee joined San Francisco-based Venture Out Holdings as President and CEO where he focused its private investment portfolio on operating companies in the recreation vehicle, hospitality, reprographics and real estate development sectors. One needs to be able to plan, execute, problem-solve, reassess, pivot, plan again, execute and lastly never give up. Hoang holds a Bachelors Degree in Quantitative Finance from Ho Chi Minh City University of Economics, and is pursuing Association of Chartered Certified Accountants (ACCA). Under Alans leadership, Chalkbeat grew into an organizationwith more than 20 employees and a budget topping $3 million. I believe by having such open-minded, driven, smart and inspiring individuals, Beacon can grow strong as a team in striving towards becoming a global leading impact investing firm and deliver significant contribution for the society. As Beacon continues to implement its social impact strategy, the team is seeking an experienced, highly motivated and entrepreneurial individual to serve as its Managing Director. He worked in the telecommunications industry for over 38 years. Over the next five years, the program will work toward this vision by supporting efforts to protect water resources in the face of climate change. in Global Studies. Yen has a strong passion for social impact which led to her involvement in a number of non-profit volunteering and a mentorship programs. Her current and past clients include Childrens Hospital Colorado, the Colorado Health Foundation, the Colorado Office of Early Childhood, the Colorado Charter School Institute, Colorado Access and numerous smaller nonprofits, charter schools and independent schools. It is supported by the Daniels Fund, Walton Family Foundation, Beacon Fund, Gill Foundation, Adolph Coors Foundation and the Northeast Regional El Pomar Foundation Council. Her private sector experiences include serving as Director of Product Management for Active.com, which is now a publicly-traded company, and working in management consulting for the Mitchell Madison Group, a McKinsey spin-off. If you continue to use this site we will assume that you are happy with it. Mouna Aouri earned her MS in Engineering in Japan in 2001 and spent most of her career working in leading engineering firms in France, North Africa and Japan. She was previously the founding Executive Director of Get Smart Schools, a charter school incubator and leadership development organization. Meet the people and organizations transforming lives in their communities by creating access to opportunity, one good idea at a time. The access, use and/or distribution of this websites information, materials and contents may be restricted by law in certain jurisdictions. With support of the American People through the United States Agency for International Development (USAID). We are a vibrant network of funders committed to a thriving Southwestern U.S. through the power of philanthropy. The Managing Director will bring business and investment acumen, strong leadership skills, an implicit service orientation, and specifically will: Lead Organizational Strategy and Planning Assess the companys operational and strategic performance; Align processes, resources-planning, budgets and department goals with overall strategy; Evaluate regularly the efficiency of business procedures and organizational structure according to objectives and apply improvements; Review financial information and adjust operational budgets as needed; Revise and/or formulate policies and promote their implementation, Serve as a Trusted Advisor Have the confidence and humility to effectively build credibility and relationships with board members and team; assume senior advisor and client service role to effectively anticipate and respond to the needs and requests of board members; proactively serve as a thought partner to help guide board members as they think through options, in order to promote informed decision-making; Enable and seek strategic opportunities to bridge individual funding or philanthropic initiatives into collective giving across various funders, stakeholder and shared interest groups; Provide clarity to all stakeholders regarding collaboration with shared service teams such as grants management support, accounting, legal, IT, communications and human resources; Foster strong relationships within and across a broad group of stakeholders; Represent the fund as a spokesperson with strategic partners, external audiences and other critical stakeholders; Identify, discuss and communicate synergies between existing funding partners giving strategies to maximize impact and promote cohesiveness, while respecting those partners individual philanthropic missions; Serve as a bridge between The Beacon Fund and a broader family eco-system, Manage Human Capital for Strategic Impact Manage performance of dedicated and shared service teams working in sync to enable the organization to achieve giving goals through creative strategies and use of multiple funding tools; Identify educational opportunities for board members and staff to empower them to achieve strategic objectives; Cultivate a supportive, inclusive and equitable work environment for all our staff and constituents. WALTON INVESTMENTS, LLC is a California Limited-Liability Company - Ca filed on March 23, 2020. Working across its three, longstanding programmatic areas protecting rivers and oceans and the communities they support, improving K-12 education, and investing in the foundation's home region of Northwest Arkansas and the Arkansas-Mississippi Delta the plan places a strong emphasis on supporting innovative and inclusive solutions that support individuals and organizations striving for change in their communities. We tend to dream smaller and smaller after adversity. He graduated from the University of Illinois and went on to receive an MBA from Northwestern. Story continues below This advertisement has not loaded yet, but your article continues below. The foundation has about 100 employees and additional offices in Denver, Jersey City, N.J. and Washington, D.C. Todays challenges are more complex and interconnected than ever, and solutions require setting ambitious goals, bringing people with different ideas and backgrounds together, and developing innovative approaches, Proietti said in a statement. After her presentation, she was provided feedback about what they liked, what made them think and what she might consider to improve the presentation. I love working with people who have a track record of ruthless execution mixed with a healthy dose of humour and big helping of common sense. The purpose of HTI is to create pathways for kids to succeed engaging students who dont necessarily learn in a traditional way. Walton Family Foundation Plans More Than $2 billion in Philanthropic Support Over the Next Five Years. Mike Miles co-founded Third Future, an educational services company, after serving three years as the Superintendent of the Dallas Independent School District. Shalynn Damron receives her Life Saving Award from Munising Police Department Chief John Nelson at Munising City Hall on Wednesday, March 1, 2023. Homegrown Talent Initiative is facilitated by Colorado Succeeds and the Colorado Education Initiative. It is very hard to be an entrepreneur, or at least a successful one. Previously, he served for 16 years as the Executive Vice President and General Counsel of ANGI Homeservices, Inc. (owner of HomeAdvisor and Angie's List). 501 (c) (3) organization Donations are tax-deductible URL not available PO BOX 1860 Bentonville AR 72712-1860 Bentonville AR | IRS ruling year: 1988 | EIN: 13-3441466 Mission not available Rating Information Not currently rated Ratings are calculated from one or more beacon scores. Patamar Beacon Pte. Empowering women simply aims for women to be able to have control over themselves so they can maximise their contributions to the world as a whole. We use cookies to ensure that we give you the best experience on our website. There are very few firms intentionally focused on solving this problem in this particular way. Specific initiatives include: 2021Philanthropy Southwest. Insider receives compensation when a reader provides certain personal information to Vanguard after clicking a Digital Advisor enrollment link on this page. The Walton Family Foundation is rooted in several generations of family, where no voice is louder than the next and different opinions are valued. From 1988-97, Alan was a reporter with The Denver Post. Jill holds a BA in Economics and Political Science cum laude from Williams College and a Masters in Business Administration from Harvard Business School. . Each of these ventures refined Lees expertise in building effective organisations, finding and inspiring the best talents, and creating environments where every team member can succeed. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate. Walmart stock was slightly down during the period. Were focusing on debt products, because we believe theyre a better fit for the moderate growth, cash-flow positive businesses that were targeting. At Beacon, we all share the same passion for investing in women. He is the author of two books, one fiction, one non-fiction. . In many countries around the worldespecially here in South East Asiawomen entrepreunerss access to finance is limited leading to many potential opportunities staying unrealised. She also serves on the Advisory Board of Colorado Public Radio. The combined stake threw off US$3.2 billion of dividends in 2017, the same year the family sold about US$4.1 billion of stock to fund philanthropy and other projects. With more than five years of customer service, financial management, external relations and executive-level administrative experience, Trang brings valuable expertise to several leading international commercial and non-profit organisations seeking global standards in these areas. Our Team Beacon is proud to be a 2X-aligned fund and part of the global movement to invest in women. He served a stint in the U.S. Marine Corps, before beginning his marketing career at Procter & Gamble in Ohio. $25,000 to the LGBTQ Victory Fund, $100,000 to the cross-partisan group the White House Fund, and $100,000 to a . Nothing on this website should be construed as an offer to sell or a solicitation of an offer to purchase any investments, securities or products or the giving of any advice in relation to any investments, securities or products in any jurisdiction where such offer or solicitation is not qualified or exempt from registration or permitted by law. He managed all finance strategies of the Company and led the execution team to successfully raise USD 4.5 million equity investment throughout a full fundraising process. Ltd., Patamar Capital LLC and their respective affiliates or subsidiaries does not guarantee the accuracy or completeness of the information, materials and contents on this website and expressly disclaims liability for any errors in, or omissions from, such information, materials and contents or this website in general. You are leaving Beacon Trust's website and going to a third party website. Beyond the two main aspects of competence and character, I gravitate towards people who genuinely care for people and remain open-minded. Email us at admin@apluscolorado.org | NewsPRIVACY POLICY. The Walton foundation was created by late Wal-Mart founder Sam Walton and his wife but has no connection to the discount-store chain. Bentonville-based Walton Family Foundation (WFF) announced Monday (Feb. 8) more than $2 billion in philanthropic support over the next five years to support various social and environmental initiatives. Trauma and PTSD. He led service teams to success in multiple projects including but not limited to due diligence for Merger and Acquisition purposes, tax planning and optimisation, market entry advisory, and accounting and tax system health-check to numerous clients in a variety of industries such as logistics, retail, manufacturing, banking and credit institutions, real estate, etc. These funders recognized what ALG was trying to accomplish, and took a risk by providing our fledgling organization with operating grants. His work focused primarily onurban social issues, including public housing, homelessness, and, from 1995-7, DenverPublic Schools. Tuan holds a B.S in Finance and a JD/MBA from the University of Hawaii, where he graduated cum laude (JD) and was awarded honours for outstanding MBA student. By doing so, I build my own examples of womans success and contribute to my lifes mission of empowering others. I guess the number of role models in my life is countless and I feel blessed for having the chance to learn from each of them day by day. She graduated from the University of Texas at Arlington with Cum Laude honors and a Bachelor of Business Administration, Concentration in Finance Degree. Based in Ho Chi Minh City, Hoang focuses on credit assessment and portfolio management. From 1997 until June 2007, Gottlieb served as education program officer at The PitonFoundation in Denver. He went on to become Chief Marketing Officer at Kellogg in Michigan, then at Tropicana in Florida, then at Coors in Colorado. Investing in a non-diversified investment company subjects you to the risks of investing in fewer issuers, and may be more susceptible to a single adverse economic or regulatory occurrence. Rong Hui brings close to ten years of experience from different public and private sector organisations in Asia and Europe. This is what fuels my passion and imagination every day. It is your sole responsibility to be made aware of and to fully comply with such restrictions. Walton Family Foundation corporate office is located in PO Box 2030, Bentonville, Arkansas, 72712, United States and has 320 employees. She enjoys running, skiing, cooking, and listening to TED Talks. Sign up with your email address to receive news and updates. In addition to his leadership in the business community, Smith has stayed true to his philanthropic roots. Beacon is our attempt to break those boundaries and design an investment firm which works for women. In 2019, the foundation awarded more than $525 million in grants in support of these initiatives. Prior to Beacon Fund and Patamar Capital, she had stints at a VC-backed fintech startup and in the investment banking sector. To engage as much as possible with entrepreneurs to understand their challenges, think about how the portfolio companies align with the values the fund stands for. Alan co-founded Chalkbeat, a growing and increasingly prominent national newsnonprofit focused on PreK-12 education policy, policy implementation and practice. Beacon not only is customer-focused but also takes the team serioulsy. As we focus on making an impact that improves lives today, we want to ensure it lasts to benefit future generations. Contact Info. . The grants included $5,000 to the City of Beacon for its Beacon Pool Swim Academy, which serves 96 children over eight weeks . The plan reflects the foundation's mission to tackle tough social and environmental problems with urgency and a long-term approach to expand access to opportunity for people and communities. Its not easy to feel in control of our own life and feel that we can be whatever we want to be. Yen graduated cum laude from North Central College, Illinois where she pursued a B.S. There are many ups and downs on this long journey. I want Beacon to become a trusted, approachable partner of entrepreneurs where they can come and bounce ideas off us (even ideas of how to better serve themselves) instead of projecting the scary uptight power that financial institutions typically emit. As a Partner at Patamar Capital, Shuyin leads Patamars Vietnam Office and evaluates investment The Environment Program envisions North America as a leader in improving water quality and availability through climate-resilient approaches to agriculture, water resource management and sustainable fisheries. Suite 101. Shuyin has almost a decade of experience investing and working in emerging Asia. She has been a key investment team member on numerous deals, working end-to-end from origination, to execution of the transaction, to portfolio management. WFF grants totaled more than $525 million in 2019. Hedge-fund billionaire David Tepper's trusts are worth $155 million . As Design Director at MATTER, Rick works across all media for business, culture, and civic engagement with his partner and staff. Resilience. The plan reflects the foundation's . Previously, Hoang served as a Senior Consultant at Deloitte Vietnam for more than five years. About the Walton Family FoundationThe Walton Family Foundation is, at its core, a family-led foundation. She lives in Denver with her husband Adam and their sons Jacob (7) & Eli (5). Stock picks ranged widely from Pinduoduo to Apollo Global Management and Snowflake. In addition, ETFs may invest in shares of other investment companies, including ETFs, as a means to pursue its investment objective. That 32% gain came on the back of several low-cost exchange-traded funds as well as a few choice stocks. He and his wife, Sally, served in the Peace Corps in Peru. Job Title. The top shareholders of Walmart are S. Robson Walton, Marc E. Lore, C. Douglas McMillon, Walton Enterprises, Walton Family Holdings Trust, and Vanguard Group. Managing Director, The Beacon Fund Job Title Managing Director Job Description Who we are The Beacon Fund invests in expanding people's opportunity to thrive. She spearheads Patamars gender lens investing efforts, including In 2013 alone . I am looking forward to seeing all the great things we will achieve. Sign up for our newsletter to get the inside scoop on what traders are talking about delivered daily to your inbox. He was one of those special people who lit up a room . managing one of the first gender lens investing funds in Southeast Asia, the Investing in Women At home, I appreciate my moms cooking talent and her ability of nurturing the whole family.